Finance & Operations Analyst

Punit Dave

Goldman Sachs alumnus | MBA Finance & Marketing | Listed Derivatives · Payments · Business Analysis · Power BI

3+
Years Experience
GS
FCO Listed Derivatives
MBA
Finance & Marketing
5+
BI Projects Completed
Career History

Professional Experience

Goldman Sachs
Operations Analyst — FCO Listed Derivatives, Bengaluru
2023 – 2024
Genpact
Process Associate — Google Pay / UPI Operations
2021 – 2023
Portfolio

Power BI Dashboards

Bank Loan Dashboard
Finance Bank Loan Dashboard
End-to-end loan analytics — 38.6K applications, $435.8M funded, 86.2% good loan rate. Multi-page: Summary, Overview, Details.
Power BIFinanceReconciliation
BlinkIt Dashboard
BlinkIt Sales & Ops Dashboard
Retail operations analytics — $1.20M revenue, 8,523 SKUs tracked, 3.9 avg rating across outlet types and locations.
Power BIRetail OpsKPI Tracking
Pizza Sales Dashboard
Pizza Sales Dashboard
Restaurant sales analytics — ₹817.86K revenue, 50K+ pizzas sold, 21K orders analyzed across categories and time periods.
Power BISales AnalyticsTrend Analysis
📊
COMING SOON
Dashboard — In Progress
Next Power BI project currently being built. Check back soon.
Power BIComing Soon
📈
COMING SOON
Dashboard — In Progress
Next Power BI project currently being built. Check back soon.
Power BIComing Soon
Competencies

Skills & Tools

Finance & Ops

Listed DerivativesTrade LifecycleReconciliationP&L ReportingUPI / Payments

Analytics & BI

Power BISQLPythonExcelDAX

Business Analysis

Requirements GatheringProcess MappingStakeholder MgmtMIS Reporting

AI & Productivity

Claude AIChatGPTCopilotPrompt Engineering
Credentials

Certifications

🏅
Microsoft Certified Business Analyst
Microsoft via LinkedIn Learning
📊
Power BI Data Analytics
Microsoft
🏦
Investment Banking Simulation
Forage — Bank of America
💼
Management Consulting Simulation
Forage — PwC US
Target Employers

Where I Want to Work

Goldman Sachs
Investment Bank
JPMorgan Chase
Global Bank
Morgan Stanley
Investment Bank
Barclays
Global Bank
Deutsche Bank
Investment Bank
HSBC
Global Bank
Franklin Templeton
Asset Manager
Citi
Global Bank

Open to Opportunities

Targeting Business Analyst, Operations Analyst & Data Analyst roles in Hyderabad & Bengaluru. Open to relocation.